DFX Intelligence
Family office profile
S••••••• P••••••• W••••• M••••••••• • F••••• O•••••
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San Diego, CAOutsourced family office provideridentity confidence 90%s•••••••••.com
Why this class: S••••••• P••••••• is an SEC registered adviser whose wealth management and family office group serves many high net worth clients..
Verified Sep 13, 2026 (8 days ago)
Last observed Sep 21, 2026 · 38 observations · 3 sources
5 people · 0 investments · 0 public positions · 3 events
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 38% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- San Diego, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- s•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $350M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $350M as of Apr 6, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Oct 17, 2024 · 12 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 431 ($129M); Corporations: 1 ($424,688); Pension plans: 6 ($4.4M); High net worth individuals: 78 ($216M)Fact
Classification history
- Sep 13, 2026Outsourced family office provider 90%S••••••• P••••••• is an SEC registered adviser whose wealth management and family office group serves many high net worth clients.Factverifieds•••••••••.com“••• Locked”
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team5 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••••• S•••• B••••• | Chief Executive Officer and Principal | Leadership | email: j••••••@s•••••••••.com (verified by provider, Sep 12, 2026) | |
| C••••••••• A••••• P•••• | Chief Compliance Officer | Operations and finance | none on record | |
| M•••••• P••••• L••••••• | Chief Operating Officer and Principal | Operations and finance | none on record | |
| J•••• C•••••••• G•••• | Principal | Other | none on record | |
| S•••• J••• F•••••• | Principal | Other | none on record |
Office contact points
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities3show
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedS••••••• P••••••• W••••• M••••••••• • F••••• O•••••: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (S••••••• P••••••• is an SEC registered adviser whose wealth management and family office group serves many high net worth clients.)c•••••••••Facts•••••••••.com
- Oct 17, 2024Registered as SEC adviserS••••••• P••••••• W••••• M••••••••• • F••••• O••••• became an SEC RIA with $349,553,158 R•••OrganisationFactadviserinfo.sec.gov
- Sep 11, 2026Office discoveredS••••••• P••••••• W••••• M••••••••• • F••••• O••••• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence38show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 38 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• e••••• (1)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($349,553,158)
+0 r••• (1763)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-04-06 | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,selection_of_other_advisers | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2024-10-17 | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 78 | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":431,"raum_usd":129078511,"fewer_than_5":false},"corporations":{"clients":1,"raum_usd":424688,"fewer_than_5":false},"pension_plans":{"c | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Employees | 12 | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | San Diego, CA | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Limited Liability Company | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Private funds advised | 0 | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• accounts | 1,059 | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• hnw usd | $216M | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• usd | $350M | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 5 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website | s•••••••••.com “office w•••••• s•••••••••.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Website | s•••••••••.com | Apr 6, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website robots | disallowed | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |